Investor CRM & data room

Keep momentum from first reply to term sheet

Once investors engage, don't lose them to scattered spreadsheets and Drive links. Track every relationship in one CRM, share deck and diligence docs through a secure data room, and see exactly who's moving toward a meeting—or a check.

Investor CRM

pipeline / seed-raise-q3 / week-2

Live
Seed raise · Q3Week 2All segments

Pipeline board

Matched

48

    Contacted

    48

    • Index Ventures

      Seq step 1 · Thu

    Replied

    6

    • Point Nine

      Interested · deck sent

    • First Round

      Asked re: ACV

    Meeting

    2

    • Bessemer

      Partner call Fri 10a

    Conversion funnel

    Sent
    48
    Opened
    31
    Replied
    6
    Meeting
    2
    Diligence
    1

    Reply rate by segment

    SegmentSentRepliedRate
    B2B SaaS VC32412.5%
    Fintech angels10110%
    Enterprise seed6116.7%

    Deal focus

    Point Nine Capital

    Pawel Chudzinski

    Lead candidateThesis matchEU fund

    Stage: Diligence

    Strong fit on workflow SaaS thesis. Asked for 3 finance customer refs.

    Next: Send customer references by Wed

    Data room

    Per-investor · watermark on
    • Pitch deck v3.pdf

      12 views · 4 investors · 14 slides

    • Financial model.xlsx

      3 views · 2 investors

    • Cap table.pdf

      1 views · 1 investors

    Activity feed

    • Point Nine Capital

      Opened pitch deck · slide 4

      2h ago
    • First Round

      Replied · asked about ACV expansion

      5h ago
    • Bessemer

      Meeting confirmed · Fri 10:00 AM PT

      1d ago
    • Index Ventures

      Email opened · 47s read time

      1d ago
    • Sarah Kim (angel)

      LinkedIn path found · 2nd degree

      2d ago

    Reply rate

    9.2%

    +4.1 vs manual

    Open rate

    31%

    Week 2

    Meetings

    2

    Booked

    In diligence

    1

    Data room active

    Capabilities

    What this module handles

    • Investor pipeline with status, notes, and next steps
    • Secure data room with permission controls per investor
    • View tracking on deck and diligence materials
    • Funnel view: sent → opened → replied → meeting
    • Weekly reports on what's converting into meetings
    Modules

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